Bay Capital Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Bay Capital Advisors’s Portfolio SPDW Stock Details SPDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.19M	Buy	182,385 +5,386	+3%	+$267K	4.93%	6
2026 Q1	$8.08M	Buy	176,999 +5,058	+3%	+$237K	4.98%	6
2025 Q4	$7.64M	Buy	171,941 +11,358	+7%	+$496K	4.66%	6
2025 Q3	$6.87M	Buy	160,583 +15,768	+11%	+$653K	4.47%	6
2025 Q2	$5.86M	Buy	144,815 +33,933	+31%	+$1.3M	4.47%	5
2025 Q1	$4.04M	Buy	110,882 +15,328	+16%	+$554K	3.36%	6
2024 Q4	$3.26M	Buy	+95,554	New	+$3.42M	2.62%	7

Other funds holding SPDW

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Bay Capital Advisors's SPDW Position: Q2 2026 in Review

Bay Capital Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3% in Q2 2026, buying an estimated $267K and bringing the position to 182,385 shares worth $9.19M. The position accounts for 4.93% of the portfolio, ranked #6.

Bay Capital Advisors first reported a position in SPDW in Q4 2024 and has held it in 7 quarters since. 448 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Bay Capital Advisors held 182,385 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $9.19M as of Q2 2026.
Bay Capital Advisors bought 5,386 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $267K.
State Street SPDR Portfolio Developed World ex-US ETF made up 4.93% of Bay Capital Advisors's portfolio in Q2 2026, its #6 holding.
Bay Capital Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
448 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.